Intel’s former CEO Pat Gelsinger admitted in an interview that the company made serious mistakes in its AI strategy. Gelsinger stated that Intel focused on inference processes in its AI investments, but was late in developing model training and special accelerator hardware.
Pat Gelsinger admitted his mistake in the field of AI
Gelsinger stated that inference processes were considered important in AI technologies at the time, but rival companies took earlier steps in the field of model training and developing special AI chips. This strategic priority mistake caused Intel to fall behind in the market. Intel lost momentum in this race at a time when NVIDIA and AMD offered much stronger solutions in terms of both performance and energy efficiency.

The Gaudi series accelerators developed by Intel during this process were not adopted in data centers at the expected scale. It was stated that projects such as “Falcon Shores”, which the company announced with high expectations, could not be implemented as planned. These developments resulted in Intel not being able to offer a competitive alternative in AI hardware other than Xeon CPUs.
Analysts say that the company’s delay in the field of artificial intelligence has caused tens of billions of dollars in lost revenue. This situation experienced by Intel has once again revealed the central role of artificial intelligence in the technology world and the critical importance of hardware development strategy. Gelsinger’s statements indicate that the current management and strategy structure within Intel is being reevaluated.
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